Home > Offices > Fort Lauderdale, FL Office

HUB Retirement and Wealth Management

Fort Lauderdale, Florida

Office Contact

 954-689-9484 – Main

Quick Links

CLIENT LOGIN →

Office Address

1000 Corporate Drive
Suite 600
Fort Lauderdale, FL 33334

Hours of Operation:

Mon – Fri: 8:30 AM – 5:00 PM

Our Story

At HUB Retirement and Wealth Management – Fort Lauderdale, our mission is to help individuals, families, and businesses achieve long-term financial security through comprehensive planning and strategic wealth management.

We offer a full range of risk management products, including annuities and insurance solutions such as life, disability income, and long-term care insurance. By carefully assessing each client’s unique needs and goals, we create customized solutions that strive to provide financial stability and long-term independence.

Our wealth management and financial planning services focus on helping clients work towards growing, preserving, and transferring their wealth effectively. Through personalized investment strategies, estate planning, and retirement planning, we provide comprehensive guidance to align financial goals with long-term aspirations. Whether you are preparing for retirement, managing investments, or building generational wealth, we take a holistic, transparent approach to financial planning.

For businesses, we offer workplace strategies and business planning, including 401(k) retirement plans, health insurance, group benefits, and property and casualty insurance. Our solutions are designed with the goal of helping businesses attract and retain top talent, enhance employee financial well-being, and reduce financial risks.

We are dedicated to delivering experienced advice, customized strategies, and long-term support towards ensuring financial stability and success for both individuals and businesses.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.